Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Angel Oak Funds Trust - Angel Oak UltraShort Income ETF eröffnet haben, gehören TCFG Investment Advisors, LLC, HighTower Advisors, LLC, Mason & Associates Inc, Castleview Partners, Llc, RMR Wealth Builders, VisionPoint Advisory Group, LLC, Barnes Wealth Management Group, Inc, Perigon Wealth Management, LLC, Equitable Holdings, Inc., OneAscent Financial Services LLC, Northbridge Financial Group, Llc, Goldman Sachs Group Inc, Brookwood Investment Group LLC, Safe Harbor Wealth Advisors, LLC, Aqr Capital Management Llc, Stratos Wealth Partners, LTD., und Pacific Center for Financial Services .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | UBS Group AG | 978.905 | 21,80 | 49.958 | 21,54 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 14.652 | 748 | ||||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 161.225 | 12,78 | 8.228 | 12,54 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 4.004 | 204 | ||||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 672.971 | 0,77 | 34.345 | 0,55 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 46.768 | 3,23 | 2.387 | 2,98 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 372 | 1,09 | 19 | 5,56 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 17.790 | 912 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 273.164 | 1,31 | 14 | 0,00 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 165.111 | 34,98 | 8.426 | 34,69 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 137.291 | 29,37 | 7.007 | 29,10 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 287.576 | 11,46 | 14.731 | 11,19 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 296.790 | 4,34 | 15.147 | 4,12 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 7.779 | 1,59 | 397 | 1,53 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 8.375 | 428 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 7.809 | 399 | ||||||
| 2026-04-13 | 13F | TradeWell Securities, LLC. | 32.542 | 4,36 | 1.665 | 4,45 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 30.671 | 71,83 | 1.565 | 71,60 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 277.261 | 287,39 | 14.150 | 286,61 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 313.913 | 39,42 | 16.021 | 39,12 | ||||
| 2026-04-30 | 13F | Mason & Associates Inc | 48.322 | 2.475 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 15.661 | 1,75 | 799 | 1,52 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 32.215 | 52,50 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 175.457 | 15,37 | 8.954 | 15,13 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 40.877 | 2.086 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 14.781 | 158,68 | 754 | 158,22 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10.333 | 37,79 | 527 | 37,60 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 10.709 | 547 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 59.149 | 3.019 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 22.946 | 1 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 9.274 | 473 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 63.626 | 35,39 | 3.247 | 35,12 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 133 | 7 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 14.329 | 731 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 7.951 | 9,10 | 409 | 9,09 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 4.057 | 207 | ||||||
| 2026-05-15 | 13F | Weaver Consulting Group | 156.273 | 39,54 | 7.975 | 39,25 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 48.102 | 366,78 | 2.455 | 365,65 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 184.406 | 5,63 | 9.411 | 5,41 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 159.097 | 62,12 | 8.120 | 61,77 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 5.883 | 1,94 | 300 | 1,69 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 6.155 | 315 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 134.205 | 41,98 | 6.864 | 171.475,00 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 60.569 | 5,05 | 3.091 | 4,85 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 5.698 | 967,04 | 291 | 974,07 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 103.664 | 5.290 | ||||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 250.427 | 23,44 | 12.781 | 23,18 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 41.889 | 4,40 | 2.138 | 4,14 | ||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 18.552 | 947 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 225.937 | 9,75 | 11.531 | 9,51 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 6.721 | 1,13 | 343 | 1,18 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 830.941 | 3,32 | 42.407 | 3,10 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 12.639 | 645 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 3.156 | 40,02 | 162 | 40,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 12.415 | 157,36 | 634 | 157,32 | ||||
| 2026-04-22 | 13F | J. Team Financial, Inc. | 95.601 | 7,60 | 4.879 | 7,35 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 169.902 | 833,84 | 8.671 | 832,26 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 110 | 6 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 12.614 | 219,75 | 644 | 219,90 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 101.036 | 11,87 | 5.160 | 11,69 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 5.335 | 13,27 | 272 | 13,33 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 7.375 | 376 |
